customizable monthly Packages
our packages are designed to assure you never pay for what you don't need
Establish New Client Account
Starting with our non-disclosure and non-compete agreement, we then begin to gather everything we need to establish your account, and get started.
Hosting Quickbooks License
We host your companies Quickbooks license on our secure server. We then work with your CPA at the end of the year to complete your taxes.
Establish Software Access
We work with your software company to receive access to your reports. We pull your reports for you each month. We work with, and are fluent in multiple gym software platforms; including, Club Ready, Club Solutions, ABC, & Compete to name a few.
Establish Banking Access
We work with you to establish bank login access allowing us to export your transactions, and monthly bank statements, as well as loan documents for separating out principal and interest.
*Phoenix Consulting works with all major and local banks*
Generate Your Chart of Account
We generate your Chart of Accounts in Quickbooks to establish your Balance Sheet & Profit & Loss statement.
BASIC PLAN
Monthly Bank Reconciliation
We pull all banking transactions, and categorize them for you and then we complete your monthly bank reconciliation. Our Basic plan includes reconciliation of one bank account, and one credit card.
*Phoenix Consulting works with all major and local banks*
Monthly Sales Reports
We pull your monthly reports. We categorize, and create all revenue and expense entries, generating your Profit & Loss statement monthly.
*Phoenix Consulting works will all major gym software companies.
Monthly Quickbooks Entries
We create all revenue and expense entries, generating your Profit & Loss statement monthly.
BASIC + PLAN
MONTHLY BANK RECONCILIATION
We complete your monthly bank reconciliation. Our BASIC + plan includes reconciliation of two bank accounts, one credit card reconciliation, and up to two company loans. Loans include creating principal and interest entries.
*Phoenix Consulting works with all major and local banks*
MONTHLY SALES REPORTS
We pull your monthly reports. We categorize, and create all revenue and expense entries, generating your Profit & Loss statement monthly.
*Phoenix Consulting works with all major gym software companies.
Monthly Quickbooks Entries
We create all revenue and expense entries, generating your Profit & Loss statement monthly.
The Fundamental Projection Sheet Bundled with our BASIC or BASIC + package includes tracking your Revenue & Expense categories.
